Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.1K+ 13.62% |
$808K - $890K
|
34.2K
$7.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3- 0.14% |
$592 - $652
|
2.16K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.58% |
$1.58K - $1.74K
|
1.38K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.07% |
$197 - $217
|
1.39K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 4.85% |
$274K - $301K
|
27.2K
$5.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 0.21% |
$2.57K - $2.82K
|
6.11K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 2.73% |
$8.88K - $9.78K
|
1.61K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
58+ 0.16% |
$11.4K - $12.6K
|
37.2K
$7.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
710K+ 19718.01% |
$140M - $154M
|
713K
$146M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-868- 76.48% |
$171K - $189K
|
267
$54.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
851+ 24.31% |
$168K - $185K
|
4.35K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.71K+ 101.5% |
$535K - $589K
|
5.38K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 1.29% |
$1.38K - $1.52K
|
551
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.21K+ 1.49% |
$1.42M - $1.57M
|
491K
$101M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2M- 98.58% |
$238M - $262M
|
17.4K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.3K+ 42.13% |
$3.02M - $3.33M
|
51.7K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
105+ 5.43% |
$20.7K - $22.8K
|
2.04K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 4.77% |
$74.8K - $82.4K
|
8.32K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
35New |
$6.91K - $7.61K
|
35
$7.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.86KNew |
$367K - $404K
|
1.86K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$2.37K - $2.61K
|
19.5K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 11.36% |
$246K - $271K
|
12.2K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-636- 1.62% |
$126K - $138K
|
38.6K
$7.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
165+ 1.25% |
$32.6K - $35.9K
|
13.4K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.93% |
$197 - $217
|
109
$22.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.12K+ 5.95% |
$615K - $677K
|
55.5K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
217+ 1.73% |
$42.8K - $47.2K
|
12.7K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-698- 2.58% |
$138K - $152K
|
26.3K
$5.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.5% |
$1.18K - $1.3K
|
1.2K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
177+ 4.12% |
$34.9K - $38.5K
|
4.48K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
316+ 1.11% |
$62.4K - $68.7K
|
28.8K
$5.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.85K- 15.28% |
$563K - $620K
|
15.8K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.26K+ 9.58% |
$248K - $273K
|
14.4K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.94K- 3.27% |
$580K - $638K
|
86.8K
$17.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15+ 5.08% |
$2.96K - $3.26K
|
310
$63.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.06KNew |
$208K - $229K
|
1.06K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.88K- 4.74% |
$371K - $408K
|
37.8K
$7.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.81% |
$15.8K - $17.4K
|
9.82K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.14% |
$395 - $435
|
1.4K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
200+ 7.29% |
$39.5K - $43.5K
|
2.94K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-224- 2.31% |
$44.2K - $48.7K
|
9.48K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6+ 0.51% |
$1.18K - $1.3K
|
1.18K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13- 2.94% |
$2.57K - $2.82K
|
429
$88K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-750- 5.69% |
$148K - $163K
|
12.4K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.52K+ 216.46% |
$893K - $983K
|
6.61K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.94% |
$197 - $217
|
35
$7.18K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-30- 1.64% |
$5.92K - $6.52K
|
1.8K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4- 7.14% |
$789 - $869
|
52
$10.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
283+ 20.55% |
$55.9K - $61.5K
|
1.66K
$340K
|